买了UchiTech.
由于只是牛刀小试，就不加码了。
接下来观察的股票:
1) BJTOTO (1562), 目前股价RM4.58. 目标:RM4.50-4.60
2) Maybulk (5077),目前股价RM3.50. 目标:RM3.30-3.40
3) PPB Group (4065), 目前股价RM9.00. 目标:RM8.50
4) Public Bank (1295), 目前股价RM10.10. 目标:RM9.50
5) Amway (6351), 目前股价RM6.85. 目标:RM6.40-6.50
6) Tanjong PLC (2267), 目前股价RM13.10 目标:RM12
7) Star (6084), 目前股价RM3.30. 目标：RM3.20-3.30
Tuesday, September 2, 2008
转载：博彩股大贏家‧煙草淪為輸家‧馬股預算案後仍謹慎
大馬財經 財經焦點 2008-09-02 18:19
（吉隆坡）2009年財政預算案整體略為正面，短期對馬股有利，惟分析員認為，馬股後市還是保持謹慎，主要是最近已全面公佈次季業績表現比預期差勁、及核心每股盈利大幅度削減。
短期有利情緒
預算案沒有增加博彩稅，博彩股撥開陰霾，是預算案最大贏家。再次增稅的煙草股為最大輸家，惟香煙起價可彌補損失。
不過，分析員指出，若從樂觀角度看，預料預算案為馬股系列輕微催化因素的開端，包括京奧後商品價格走穩（對種植及鋼鐵領域有利）、潛在併購活動，如金務大（GAMUDA,5398,主板建築組）及ASTRO公司（ASTRO,5076,主板貿服組），以及巫統選舉等因素。
巫統大選會掀起傳統漲潮，過去4次選舉其中3次馬股綜指走高3%至10%。而2000年不跌反起主要是遇上全球科技泡沫破爆。
若政府不再實施對商業不利措施，如逼使水務及大道特許經營公司降低收費，並且沒有給多足夠補償等，相信短期馬股綜指的底線落在1070點。
目前馬股綜指落在2009年預測本益比12倍水平，若市場浮現更多催化因素，預料馬股有望逐步揚升。
綜指年杪目標保持1220點水平
亞歐美研究表示，考慮2009年財政預算案內容之後，將馬股綜指年杪目標保持在1220點水平，是2009年預測本益比13倍為准。
目前建議繼續採取抗跌投資策略，因美國股市還有待觸底，但將博彩業調升至“加碼”等級。消費品及產業投資信托領域保持“加碼”。
聯昌研究表示，2009年財政預算案比預期略好，包括政府沒有對博彩業加稅；略為失望的是，政府沒有許諾進一步降低公司稅，雖然2008年降至26%及2009年已進一步降低至25%。
預算案公佈後的首選領域為博彩股、特別是名勝世界（RESORTS,4715,主板貿服組）、雲頂（GENTING,3182,主板貿服組）及成功多多（BJTOTO,1562,主板貿服組）。
馬股影響中和
大馬研究表示，2009年財政預算案對馬股影響“中和”，短期內缺少有利企業盈利的連鎖效應，及實施暴利稅的政策風險持續惡化，推薦博彩股，因為政府沒有提升博彩稅，而對名勝世界及雲頂保持“買進”等級。
增加煙草稅英美煙草（BAT,4162,主板消費品組）將首當其衝， 建議“賣出”評級。
大馬研究將今年杪馬股綜指合理價調至1180點，即10年平均本益比12倍水平。目前馬股相當便宜，本地基金經理持現金部份至少達到35%水平。
主要領域影響不一
汽車領域－－中和
政府調低私人柴油車輛路稅至汽油車輛一致，使柴油車車主節省56%路稅。這對合順（UMW,4588,主板貿服組）及陳唱摩多（TCHONG,4405,主板貿服組）有利。而工業及商業工業如建材及制造業也受惠，因為運輸成本佔5%至20%間分額。整體行業保持“中和”評級。
釀酒業－－中和
雖沒有起稅，但行業競爭環境激烈、成本走高及盈利成長有限。惟高息具吸引力，健力士英格（GUINESS,3255,主板消費品組）及皇帽釀酒廠（CARLSBG,2836,主板消費品組）都派高息。
建築業－－減碼
基建與建築開銷主要集中在城市公共交通系統。2009年至2014年撥款350億令吉，預料有意競標公司，包括馬資源（MRCB,1651,主板建築組）、金務大、及怡保工程（IJM,3336,主板建築組），惟由於建築成本揚升，領域前景不樂觀。
食品與飲料－－中和
食品減免稅，而雀巢（NESTLE,4707,主板消費品組）及子母牌煉奶（DLADY,3026,主板消費品組）已有計劃發展國內的一些農業計劃領域。
油氣領域－－加碼
主要發展砂拉越再生能源走廊，可注意股項包括沙布拉浪峰（SAPCRES,8575,主板貿服組）、戴樂集團（DIALOG,7277,主板貿服組）、華商機构（WASEONG,5142,主板工業產品組）、科恩馬集團（KNM,7164,主板工業產品組）、納因控股（NAIM,5037,主板產業組）等。
種植－－減碼
預算案對種植股有利，如撤消肥料進口稅。不過，由於種植股估值偏高，以及原棕油價格偏高風險，未來並不受看好。
產業－－減碼
預算案對產業領域推行許多措施，包括降低購買25萬令吉以下房屋的成本（豁免50%印花稅）、建更多廉價屋、降低產業投資信托（REITs）稅務如預扣稅等。惟由於市場需求走軟、成本走高，使預算案良好措施未能彌補劣勢。
大眾化市場產業發展商較為受惠，惟評級還是欠佳，包括實達（SPSETIA,8664,主板產業組）（落後大市）、馬星集團（MAHSING,8583,主板產業組）（中和）等。
煙草領域－－中和
2009年財政預算案最大輸家。因政府再起煙草稅至每支3仙，以鼓勵健康生活方式。不過，由於煙草商調高產品價格，這足以抵消政府起稅的影擊。
星洲日報／財經‧2008.09.02
（吉隆坡）2009年財政預算案整體略為正面，短期對馬股有利，惟分析員認為，馬股後市還是保持謹慎，主要是最近已全面公佈次季業績表現比預期差勁、及核心每股盈利大幅度削減。
短期有利情緒
預算案沒有增加博彩稅，博彩股撥開陰霾，是預算案最大贏家。再次增稅的煙草股為最大輸家，惟香煙起價可彌補損失。
不過，分析員指出，若從樂觀角度看，預料預算案為馬股系列輕微催化因素的開端，包括京奧後商品價格走穩（對種植及鋼鐵領域有利）、潛在併購活動，如金務大（GAMUDA,5398,主板建築組）及ASTRO公司（ASTRO,5076,主板貿服組），以及巫統選舉等因素。
巫統大選會掀起傳統漲潮，過去4次選舉其中3次馬股綜指走高3%至10%。而2000年不跌反起主要是遇上全球科技泡沫破爆。
若政府不再實施對商業不利措施，如逼使水務及大道特許經營公司降低收費，並且沒有給多足夠補償等，相信短期馬股綜指的底線落在1070點。
目前馬股綜指落在2009年預測本益比12倍水平，若市場浮現更多催化因素，預料馬股有望逐步揚升。
綜指年杪目標保持1220點水平
亞歐美研究表示，考慮2009年財政預算案內容之後，將馬股綜指年杪目標保持在1220點水平，是2009年預測本益比13倍為准。
目前建議繼續採取抗跌投資策略，因美國股市還有待觸底，但將博彩業調升至“加碼”等級。消費品及產業投資信托領域保持“加碼”。
聯昌研究表示，2009年財政預算案比預期略好，包括政府沒有對博彩業加稅；略為失望的是，政府沒有許諾進一步降低公司稅，雖然2008年降至26%及2009年已進一步降低至25%。
預算案公佈後的首選領域為博彩股、特別是名勝世界（RESORTS,4715,主板貿服組）、雲頂（GENTING,3182,主板貿服組）及成功多多（BJTOTO,1562,主板貿服組）。
馬股影響中和
大馬研究表示，2009年財政預算案對馬股影響“中和”，短期內缺少有利企業盈利的連鎖效應，及實施暴利稅的政策風險持續惡化，推薦博彩股，因為政府沒有提升博彩稅，而對名勝世界及雲頂保持“買進”等級。
增加煙草稅英美煙草（BAT,4162,主板消費品組）將首當其衝， 建議“賣出”評級。
大馬研究將今年杪馬股綜指合理價調至1180點，即10年平均本益比12倍水平。目前馬股相當便宜，本地基金經理持現金部份至少達到35%水平。
主要領域影響不一
汽車領域－－中和
政府調低私人柴油車輛路稅至汽油車輛一致，使柴油車車主節省56%路稅。這對合順（UMW,4588,主板貿服組）及陳唱摩多（TCHONG,4405,主板貿服組）有利。而工業及商業工業如建材及制造業也受惠，因為運輸成本佔5%至20%間分額。整體行業保持“中和”評級。
釀酒業－－中和
雖沒有起稅，但行業競爭環境激烈、成本走高及盈利成長有限。惟高息具吸引力，健力士英格（GUINESS,3255,主板消費品組）及皇帽釀酒廠（CARLSBG,2836,主板消費品組）都派高息。
建築業－－減碼
基建與建築開銷主要集中在城市公共交通系統。2009年至2014年撥款350億令吉，預料有意競標公司，包括馬資源（MRCB,1651,主板建築組）、金務大、及怡保工程（IJM,3336,主板建築組），惟由於建築成本揚升，領域前景不樂觀。
食品與飲料－－中和
食品減免稅，而雀巢（NESTLE,4707,主板消費品組）及子母牌煉奶（DLADY,3026,主板消費品組）已有計劃發展國內的一些農業計劃領域。
油氣領域－－加碼
主要發展砂拉越再生能源走廊，可注意股項包括沙布拉浪峰（SAPCRES,8575,主板貿服組）、戴樂集團（DIALOG,7277,主板貿服組）、華商機构（WASEONG,5142,主板工業產品組）、科恩馬集團（KNM,7164,主板工業產品組）、納因控股（NAIM,5037,主板產業組）等。
種植－－減碼
預算案對種植股有利，如撤消肥料進口稅。不過，由於種植股估值偏高，以及原棕油價格偏高風險，未來並不受看好。
產業－－減碼
預算案對產業領域推行許多措施，包括降低購買25萬令吉以下房屋的成本（豁免50%印花稅）、建更多廉價屋、降低產業投資信托（REITs）稅務如預扣稅等。惟由於市場需求走軟、成本走高，使預算案良好措施未能彌補劣勢。
大眾化市場產業發展商較為受惠，惟評級還是欠佳，包括實達（SPSETIA,8664,主板產業組）（落後大市）、馬星集團（MAHSING,8583,主板產業組）（中和）等。
煙草領域－－中和
2009年財政預算案最大輸家。因政府再起煙草稅至每支3仙，以鼓勵健康生活方式。不過，由於煙草商調高產品價格，這足以抵消政府起稅的影擊。
星洲日報／財經‧2008.09.02
转载：聪明的投资者选择高股息的股票
The Smart Investors Pick Of High Dividend Paying Stocks
Here are a few stocks I will be covering in the future. In my view they will be some of the best dividend paying stocks in year 2008 if past performance is anything to go by. However keep in mind that if you are more into swing trading then some of them might not be suitable because their share prices don't fluctuate (beta movement) that much compared to other stocks. These are more long term holdings.
Public Bank (banking heavy weight)
Digi.com (Maxis is sorely missed!)
Berjaya Sports Toto (banking on an addiction is a sure bet)
Amway (higher RM to US Dollar will help boost its earnings as their products are mostly imported)
Atrium REIT (relatively new kid on the block but has shown some star quality so far)
British American Tobacco (did i mention that banking on an addiction is a sure bet?)
Uchi Technology (there is a whole review on this at the bottom of the page.. do read it)
Guinness (good management and dominant product)
Carlsberg
LPI Capital (one of my highest rated companies although its stock price at the moment is high)
Star Publications (facing stiff competition from NSTP but still is very much no.1)
This list is not exhaustive. Also if you're wondering why some great companies like Genting for example have been left out its because whilst I admit it is great, its not a huge fan of paying large dividends and since the list is about high dividend stocks I've left it out.
Now if you want high returns (potentially) then these companies might not be your thing. These are steady companies with mature businesses. Great for dividends and will not give you too many sleepless nights, so its good for your heart if you're not the kind of investor who fancies a shock every now and then.
Want big money? You'll need to venture further than this list then. Still, for the average investor I would say buying some of those stocks above and keeping them long enough will actually give you better average returns because chances of losing money on other higher return investments (read : riskier) is also higher and can wipe out whatever gain you've made.
Here are a few stocks I will be covering in the future. In my view they will be some of the best dividend paying stocks in year 2008 if past performance is anything to go by. However keep in mind that if you are more into swing trading then some of them might not be suitable because their share prices don't fluctuate (beta movement) that much compared to other stocks. These are more long term holdings.
Public Bank (banking heavy weight)
Digi.com (Maxis is sorely missed!)
Berjaya Sports Toto (banking on an addiction is a sure bet)
Amway (higher RM to US Dollar will help boost its earnings as their products are mostly imported)
Atrium REIT (relatively new kid on the block but has shown some star quality so far)
British American Tobacco (did i mention that banking on an addiction is a sure bet?)
Uchi Technology (there is a whole review on this at the bottom of the page.. do read it)
Guinness (good management and dominant product)
Carlsberg
LPI Capital (one of my highest rated companies although its stock price at the moment is high)
Star Publications (facing stiff competition from NSTP but still is very much no.1)
This list is not exhaustive. Also if you're wondering why some great companies like Genting for example have been left out its because whilst I admit it is great, its not a huge fan of paying large dividends and since the list is about high dividend stocks I've left it out.
Now if you want high returns (potentially) then these companies might not be your thing. These are steady companies with mature businesses. Great for dividends and will not give you too many sleepless nights, so its good for your heart if you're not the kind of investor who fancies a shock every now and then.
Want big money? You'll need to venture further than this list then. Still, for the average investor I would say buying some of those stocks above and keeping them long enough will actually give you better average returns because chances of losing money on other higher return investments (read : riskier) is also higher and can wipe out whatever gain you've made.
Monday, September 1, 2008
Amway (6351.KL) Company Profile
http://www.amway2u.com/corporate/en_US/amabout.jsp
Corporate Structure
Board Of Directors
Dato' Ab. Halim Bin Mohyiddin - Chairman (Independent Non-Executive Director)
Low Han Kee - Managing Director
Yee Kee Bing - Executive Director
Scott Russell Balfour - Non-Independent Non-Executive Director
Abdul Wahab Bin Nasir @ Mohd Nasir - Non-Independent Non-Executive Director
Cheng Li Kam Fun, Eva - Non-Independent Non-Executive Director
Prof. Datuk Dr. Nik Mohd Zain Nik Yusof - Independent Non-Executive Director
Dato’ Cecil Wilbert Mohanaraj Abraham - Independent Non-Executive Director
Products
More than soap
The L.O.C. Multi-purpose Cleaner is Amway's first product and is still unique today. It was with this single product, a biodegradable liquid organic cleaner, and a unique sales and marketing plan that Rich and Jay founded Amway back in 1959.
Amway now offers hundreds of products in virtually every area important in the lives of your customers, including: nutritional supplements, cosmetic and skin care products, personal toiletries, household cleaners, laundry care systems, water treatment systems, etc. Whatever the product, you'll find exceptional value and quality in AMWAY products.
Nutrition & Wellness
Living well is possible for anyone willing to make a personal commitment and to take responsibility for his or her own wellbeing. Nutrilite has helped people take control of their lives by offering good choices with our NUTRILITE dietary and herbal supplements, POSITRIM Meal Replacement Food Mixes, ACTIVE 8 beverages, and soy-based NUTRILITE Protein Powder.
ARTISTRY Products
Incorporating scientifically advanced technology to create products that work their best, ARTISTRY products are clinically proven with documented research, rigorous safety testing under the supervision of dermatologists, and stringent, non-animal clinical trials.
Home Living
Offering technologically advanced products that makes a house your home, the home living range offers one of the best on-demand, dual technology Water Treatment Systems available. The QUEEN Cookware is a low-moisture, low-fat cooking system that provides you with a lifetime of healthy delicious cooking.
Home Care
Concentrated Amway household cleaners takes the drudgery out of cleaning, because if really works with a minimum of effort. We can't promise you'll like housework, but we can promise to make it less of a chore.
Personal Care
You'll find only necessary ingredients of the finest quality Amway's lotions, body washes, toothpaste, deodorants and hair care products. There are no hidden ingredients, just clean, pure products that uphold the standards of honesty and integrity, which have come to characterise AMWAY products the world over.
Corporate Structure
Board Of Directors
Dato' Ab. Halim Bin Mohyiddin - Chairman (Independent Non-Executive Director)
Low Han Kee - Managing Director
Yee Kee Bing - Executive Director
Scott Russell Balfour - Non-Independent Non-Executive Director
Abdul Wahab Bin Nasir @ Mohd Nasir - Non-Independent Non-Executive Director
Cheng Li Kam Fun, Eva - Non-Independent Non-Executive Director
Prof. Datuk Dr. Nik Mohd Zain Nik Yusof - Independent Non-Executive Director
Dato’ Cecil Wilbert Mohanaraj Abraham - Independent Non-Executive Director
Products
More than soap
The L.O.C. Multi-purpose Cleaner is Amway's first product and is still unique today. It was with this single product, a biodegradable liquid organic cleaner, and a unique sales and marketing plan that Rich and Jay founded Amway back in 1959.
Amway now offers hundreds of products in virtually every area important in the lives of your customers, including: nutritional supplements, cosmetic and skin care products, personal toiletries, household cleaners, laundry care systems, water treatment systems, etc. Whatever the product, you'll find exceptional value and quality in AMWAY products.
Nutrition & Wellness
Living well is possible for anyone willing to make a personal commitment and to take responsibility for his or her own wellbeing. Nutrilite has helped people take control of their lives by offering good choices with our NUTRILITE dietary and herbal supplements, POSITRIM Meal Replacement Food Mixes, ACTIVE 8 beverages, and soy-based NUTRILITE Protein Powder.
ARTISTRY Products
Incorporating scientifically advanced technology to create products that work their best, ARTISTRY products are clinically proven with documented research, rigorous safety testing under the supervision of dermatologists, and stringent, non-animal clinical trials.
Home Living
Offering technologically advanced products that makes a house your home, the home living range offers one of the best on-demand, dual technology Water Treatment Systems available. The QUEEN Cookware is a low-moisture, low-fat cooking system that provides you with a lifetime of healthy delicious cooking.
Home Care
Concentrated Amway household cleaners takes the drudgery out of cleaning, because if really works with a minimum of effort. We can't promise you'll like housework, but we can promise to make it less of a chore.
Personal Care
You'll find only necessary ingredients of the finest quality Amway's lotions, body washes, toothpaste, deodorants and hair care products. There are no hidden ingredients, just clean, pure products that uphold the standards of honesty and integrity, which have come to characterise AMWAY products the world over.
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